Tatton Asset Management (CHIX:TAML) Return-on-Tangible-Equity: 47.95% (As of Mar. 2026) — Near Median


CHIX:TAML Tatton Asset Management PLC CHIX:TAML
80 GF Score
Price £7.30
GF Value £8.64
Valuation Modestly Undervalued
! 1 Warning Sign
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What is Tatton Asset Management Return-on-Tangible-Equity?

Tatton Asset Management CHIX:TAML -1.62% 80 Return-on-Tangible-Equity is 47.95% as of Mar. 2026, which is 7% below its 10-year median of 51.69. GuruFocus rates CHIX:TAML with a GF Score™ of 80/100 and a GF Value™ of £8.64 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 1,588 Asset Management companies, Tatton Asset Management ranks better than 93.01% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Tatton Asset Management's annualized net income for the quarter that ended in Mar. 2026 was £20.34 Mil. Tatton Asset Management's average shareholder tangible equity for the quarter that ended in Mar. 2026 was £42.42 Mil. Therefore, Tatton Asset Management's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 47.95%.

The historical rank and industry rank for Tatton Asset Management's Return-on-Tangible-Equity or its related term are showing as below:

CHIX:TAMl' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 44.3   Med: 51.69   Max: 82.9
Current: 46.27

During the past 12 years, Tatton Asset Management's highest Return-on-Tangible-Equity was 82.90%. The lowest was 44.30%. And the median was 51.69%.

CHIX:TAMl's Return-on-Tangible-Equity is ranked better than
93.01% of 1588 companies
in the Asset Management industry
Industry Median: 7.205 vs CHIX:TAMl: 46.27

Tatton Asset Management  (CHIX:TAMl) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Tatton Asset Management Return-on-Tangible-Equity Related Terms


Tatton Asset Management Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Tatton Asset Management's Return-on-Tangible-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Tatton Asset Management Return-on-Tangible-Equity Chart

Tatton Asset Management Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 53.71 57.53 44.30 48.11 47.49

Tatton Asset Management Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 52.94 48.86 46.69 43.28 47.95

CHIX:TAML vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Tatton Asset Management's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Tatton Asset Management Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Tatton Asset Management's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Tatton Asset Management's Return-on-Tangible-Equity falls into.


CHIX:TAML
80GF Score
Tatton Asset Management PLC CHIX:TAML
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Tatton Asset Management Return-on-Tangible-Equity Calculation

Tatton Asset Management's annualized Return-on-Tangible-Equity for the fiscal year that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=18.84/( (37.301+42.045 )/ 2 )
=18.84/39.673
=47.49 %

Tatton Asset Management's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=20.344/( (42.802+42.045)/ 2 )
=20.344/42.4235
=47.95 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Mar. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 47.95% mean?
Tatton Asset Management (CHIX:TAML) has a Return-on-Tangible-Equity of 47.95% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Tatton Asset Management and its competitors. This is near median its historical median of 51.69. Over the past decade, Tatton Asset Management's Return-on-Tangible-Equity has ranged from 44.30 to 82.90. According to the industry distribution chart, Tatton Asset Management ranks #111 out of 1588 companies in the Asset Management industry, placing it in the top 7%.
Is Tatton Asset Management's Return-on-Tangible-Equity too high?
Tatton Asset Management's current Return-on-Tangible-Equity of 47.95% is near median its 10-year median of 51.69. Over the past 10 years, this metric has ranged from a low of 44.30 to a high of 82.90. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Tatton Asset Management's value of 47.95% is 565.5% above this industry median. Based on the distribution chart, Tatton Asset Management ranks #111 out of 1588 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Tatton Asset Management has a GF Score™ of 80/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tatton Asset Management's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Tatton Asset Management ranks #111 out of 1588 companies for Return-on-Tangible-Equity. This places Tatton Asset Management in the top 7% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. Tatton Asset Management's value of 47.95% is 565.5% above this benchmark. Historically, Tatton Asset Management's own Return-on-Tangible-Equity has ranged from 44.30 to 82.90 over the past decade. While the company's 10-year median is 51.69 vs. the industry median of 7.21, Tatton Asset Management has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.21, based on 1,588 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Tatton Asset Management's current Return-on-Tangible-Equity of 47.95% is 565.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Tatton Asset Management and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Tatton Asset Management's current Return-on-Tangible-Equity is 47.95%, which is near median its own 10-year median of 51.69. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tatton Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Tatton Asset Management (CHIX:TAML) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.64, compared to a current price of £7.30 — trading 15.5% below its estimated fair value. The current Return-on-Tangible-Equity is 47.95%, which is near median its 10-year median of 51.69 and 565.5% above the Asset Management industry median of 7.21. Tatton Asset Management's overall GF Score™ is 80/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Tatton Asset Management (CHIX:TAML), the current Return-on-Tangible-Equity is 47.95% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Tatton Asset Management (CHIX:TAML) Overvalued in 2026?

Based on GuruFocus' analysis, Tatton Asset Management stock appears to be undervalued. The current stock price of £7.30 is trading 15.5% below its estimated GF Value™ of £8.64. GuruFocus considers Tatton Asset Management to be Modestly Undervalued.

Key valuation signals for CHIX:TAML:

  • Return-on-Tangible-Equity: 47.95% (near median its 10-year median of 51.69)
  • GF Value™: £8.64 vs. price of £7.30 (15.5% below fair value)
  • GF Score™: 80/100 with 1 warning sign
  • Industry Position: 565.5% above the Asset Management median (#111 of 1588)

No single metric tells the full story. See the CHIX:TAML stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Tatton Asset Management Business Description

Other Exchanges TAM:UK2T7:Germany
Address Paradigm House, Lower Meadow Road, Brooke Court, Handforth, Wilmslow, Cheshire, GBR, SK9 3ND
Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.
80GF Score

Get the complete analysis for CHIX:TAML

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£7.30
Price
£8.64
GF Value